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How do I set a reminder in Facility Management?

Reminders in the Facility Management tab allow you to automate follow-up for installations or tasks that don’t fall under standard inspections. This article explains how to set a reminder step by step.

Log in to Artion

Go to the relevant site from the dashboard and click Facility Management in the left-hand menu.

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Select the installation or activity

Click on the installation or activity you want to add a reminder for. You’ll land on its overview page.

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Go to the ‘Reminders’ tab

Scroll to the Reminders section and click + Reminder.

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Enter the reminder details

  • Name: Enter a clear name for the action (e.g., “Replace filter” or “Annual inspection”).

  • Extra info (optional): Add any relevant notes.

  • Email address: Enter the email of the person or company who should receive the reminder.

  • Start date: Select the date when the reminder should begin.

  • Frequency: Choose how often the reminder should repeat (e.g., monthly, yearly).

  • Weeks to execute: Define how many weeks in advance the reminder should be triggered. The deadline is calculated from the start date.

Save the reminder

Click Save to activate the reminder.